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You need to tick all the boxes below to acknowledge that your Statement of Advice complies will all the requirements. This checklist needs to be appended to the cover sheet of the hardcopy only. Plans that do not meet the presentation requirements will not be assessed.
o The name and student ID of each student that contributed to the plan.
o A heading ‘Assumptions'. Under this heading you should list all the assumptions that you have made in order to complete the financial plan. These assumptions should not be used to reduce the flexibility of the financial plan. Please note that this information is directed to the marker of the SOA - not the client. The client is not expected to read this first page therefore where these assumptions will affect the clients understanding of the plan they should also be restated in the appropriate section of the plan.
Q. What do you signify by Risk Analysis in Capital Budgeting? Risk Analysis: - Risk in an investment demotes to the variability that is likely to observe between the estimated
To compute the total returns we need the investment horizon, reinvestment rate and the price of the bond at the end of the investment horizon. Steps involved in computi
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You are a member of the ALM Committee (ALCO) of ANZ Bank. A visiting member has some queries relating to the general framework of the ALM and interest rate risk impact on the incom
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